Financial Poise

Financial Poise Glossary

Accredited Investor


Alternative Investment


Angel


Asset


Asset Allocation


Asset Class


Assignment and Assumption Agreement


Audited Financial Statements


Beta


Bill of Sale


Bond


Business Broker


Business Exit Professional


C Corporation


Capital Expenditures


Capital Gains


Capital Structure


Carry / Carried Interest


Certified Copies


Closing Conditions


Committed Capital


Common Stock


Confidential Information Memorandum


Corporation


Definitive Transaction Documents


Disclosure Schedules


Discount Rate


Diversity/Diversification


Due Diligence List


Earn-Out


EBITDA


Equity


Equity Crowdfunding vs. “Crowdfunding”


ERISA


Escrow


Exemption


Family Office


Financial Statements


FINRA (Financial Industry Regulatory Authority)


Fixed Asset Base


Free Cash Flow


General Partner


Good Standing Certificate


Hedge Fund


Holdback


Indemnification


Independent Valuation Analyst


Inflation


Initial Public Offering


Intangible Property


Investment Advisor


Investment Bank


Investment Horizon


IPO Market


Issuer


JOBS ACT of 2012 (Jumpstart Our Business Startups)


Leveraged Buyout (LBO)


Limited Liability Company (LLC)


Limited Partner, Limited Partnership, Limited Partnership Agreement


Liquidity


Merger Arbitrage


Money-Center Bank


Non-Disclosure Agreement


Organizational Documents


Portfolio


Preferred Stock


Private Equity, Private Equity Fund


Private Placement


Public company


Qualified Business Income Deduction (QBI)


Rate of Return


Return of Investment (ROI)


Return/Return on Investment (ROI)


Reverse-Breakup Fee


Rule 506(b) & Rule 506(c)


S Corporations


Secondaries/Secondary Market


Section 1031 Real Property Exchange


Securities


Sign and Close


Silver Bullet


Startup


Stock


Strategic Plan


Tangible Assets


Title Certificates


Title II & III


Transaction Multiple


Venture Capital


Venture Capital Fund


Working Capital


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